See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,519 | $52,580-24.8% | $71,671-44.9% | $70,131-43.6% |
| Participation rate | 48.6% | 60.9%-12.3pp | 68.7%-20.2pp | 69.5%-21.0pp |
| Annual return | 12.47% | 20.25%-7.8pp | 20.65%-8.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $322 | $1,616-80.0% | $2,460-86.9% | $2,342-86.2% |
| Participant deferral / active EE | $1,646 | $2,386-31.0% | $3,438-52.1% | $3,332-50.6% |
| Admin fee / account holder | $1,037 | $3,653-71.6% | $5,558-81.3% | $4,645-77.7% |